What’s Allianz Periodical4Life?
Is a Unit Linked financial-insurance product that after paying a single premium offers the client a recurrent and periodic benefit.
To whom is Allianz Periodical4Life for?
•For clients that need a regular stream of income to support their lifestyle
•For clients seeking long term capital growth by investing in a diversify basket of assets
•For those clients pursuing inheritance tax optimization for their heirs
Why to choose Periodical4Life?
Opportunity: To invest alongside a leader and world recognize Asset Manager such as Allianz Global Investors and to choose from 3 Funds with different risk profiles to meet different risk appetites to choose from. Each fund has a unique composition in order to meet client’s risk profiles:
•Allianz Dynamic Multi Asset Strategy SRI 15
•Allianz Dynamic Multi Asset Strategy SRI 50
•Allianz Dynamic Multi Asset Strategy SRI 75
Security: A future without financial worries means that you will be able to focus on your long-term project. Allianz Periodical4Life not only offers you a life insurance solution but also guarantees you with a periodical income.
Flexibility: At any time, it is possible to request a total redemption, determined on the basis of the value of the shares of the sub-fund of the SICAV you have chosen.
You can also request a free switch for each calendar year, to invest your savings in the sector that best reflects your needs.
Furthermore, in the event of the death of the insured, an increase of 10% or 20% will be applied to the value of your policy.
Fiscal advantages: Periodical4Life is a solution which offers the client more tax advantage than the normal coupon funds, depending on the country of residence of the policyholder
Where to find it
•Italy - Click Here for more Info